Available On: Lite, Starter, Professional and Business Plus
💡Only paid user types can be added to Teams. Those user types are your Admins, Limited Admins, Technicians, and Limited Technicians. Requester and View Only users are not available on Teams.
Streamline your maintenance management with UpKeep’s team feature. Whether organizing a small group or overseeing a large workforce, this guide will help you add teams in UpKeep, foster collaboration, and boost productivity.
A team is a group of licensed users organized together to streamline notifications and assignments. This setup ensures that all team members are efficiently notified when assigned to work orders.
How to Create a Team in UpKeep
Navigate to the People & Teams Section
Click the Teams Tab
Click Add Team
Under "Assigned To" add in your team members needed for the team.
Select Create Team
How to Edit Your Team
Navigate to the People & Teams Section
Click the Teams Tab
Click the desired Team you want to edit
Make any desired changes
Select Save Changes
FAQs about Teams
Can a user be on multiple teams?
Yes, a licensed user can be on as many teams as needed.
Can multiple teams be added to a work request or work order?
No, only one team can be added to a work request or work order.
If a team is added to an asset, does it notify those members when an action happens to the asset they are assigned to?
Example: A work order is created with that asset, but the team is not assigned to the work order.
No, adding users to an object other than a work request or work order does not send any notifications to team members.